Strategic Financial Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,406
| Closed | -$358K | – | 78 |
|
|
2025
Q1 | $358K | Sell |
7,406
-106,760
| -94% | -$5.16M | 0.19% | 53 |
|
|
2024
Q4 | $5.45M | Buy |
114,166
+106,279
| +1,348% | +$5.08M | 2.78% | 10 |
|
|
2024
Q3 | $384K | Sell |
7,887
-270
| -3% | -$13.1K | 0.2% | 51 |
|
|
2024
Q2 | $386K | Sell |
8,157
-2,895
| -26% | -$137K | 0.21% | 49 |
|
|
2024
Q1 | $524K | Sell |
11,052
-400
| -3% | -$19K | 0.29% | 48 |
|
|
2023
Q4 | $545K | Sell |
11,452
-3,438
| -23% | -$164K | 0.32% | 42 |
|
|
2023
Q3 | $691K | Sell |
14,890
-6,364
| -30% | -$295K | 0.42% | 32 |
|
|
2023
Q2 | $991K | Sell |
21,254
-143,539
| -87% | -$6.69M | 0.56% | 29 |
|
|
2023
Q1 | $7.77M | Sell |
164,793
-73,412
| -31% | -$3.46M | 4.76% | 7 |
|
|
2022
Q4 | $11.1M | Buy |
238,205
+192,628
| +423% | +$8.95M | 6.75% | 6 |
|
|
2022
Q3 | $2.1M | Sell |
45,577
-2,366
| -5% | -$109K | 1.34% | 15 |
|
|
2022
Q2 | $2.27M | Buy |
47,943
+29,238
| +156% | +$1.39M | 1.33% | 15 |
|
|
2022
Q1 | $906K | Sell |
18,705
-5,766
| -24% | -$279K | 0.46% | 29 |
|
|
2021
Q4 | $1.23M | Buy |
24,471
+17,306
| +242% | +$873K | 0.61% | 23 |
|
|
2021
Q3 | $366K | Buy |
+7,165
| New | +$366K | 0.2% | 49 |
|